Kestra Advisory Services’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Kestra Advisory Services’s Portfolio BTC Stock Details BTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.19M	Buy	161,416 +26,289	+19%	+$835K	0.01%	943
2026 Q1	$4.05M	Buy	135,127 +25,574	+23%	+$864K	0.02%	909
2025 Q4	$4.24M	Buy	109,553 +2,622	+2%	+$116K	0.02%	837
2025 Q3	$5.41M	Sell	106,931 -1,146	-1%	-$58.1K	0.02%	643
2025 Q2	$5.16M	Buy	108,077 +28,487	+36%	+$1.24M	0.03%	625
2025 Q1	$2.9M	Buy	79,590 +3,466	+5%	+$143K	0.01%	815
2024 Q4	$3.19M	Buy	76,124 +27,806	+58%	+$1.02M	0.02%	774
2024 Q3	$1.36M	Buy	+48,318	New	+$1.29M	0.01%	1155

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Kestra Advisory Services's BTC Position: Q2 2026 in Review

Kestra Advisory Services increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 19% in Q2 2026, buying an estimated $835K and bringing the position to 161,416 shares worth $4.19M. The position accounts for 0.01% of the portfolio, ranked #943.

Kestra Advisory Services first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.41M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Kestra Advisory Services held 161,416 shares of Grayscale Bitcoin Mini Trust ETF worth $4.19M as of Q2 2026.
Kestra Advisory Services bought 26,289 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $835K.
Grayscale Bitcoin Mini Trust ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #943 holding.
Kestra Advisory Services first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Kestra Advisory Services's Grayscale Bitcoin Mini Trust ETF position peaked at $5.41M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.